Bryan Beatty, CFP®, AIF® President’s
Message
If you missed out on our March lunch program you
missed a very interesting look at a way of thinking about economics. Roger
Arnold talked about the four
dominant issues that drive human interaction in the world today; put together,
they constitute the global metanarrative. They are energy, technology,
demographics and debt. Although each issue is distinct and the study of them
can be esoteric, each has general themes, and the way they interact is critically
important for all investors to become aware.
Summary: What’s good for America is good for the
rest of the world. A fairly optimistic
look at the economy going forward.
I saw a few new faces
at media training hosted by Ben Lewis. You can get a copy of the tips for
working with the media by signing onto OneFPA.org and searching for PR
resources or attending one of our future media training session usually held in
March.
April gives us a small
break from lunch meetings as tax season closes mid-month with a post-tax day
Happy Hour with CE with Gary Altman of Altman and Associates at Maggiano’s in
Chevy Chase from 5 ‘til 7ish pm. You can register here.
Baseball season is
upon us and both the Orioles and Nationals look like they will be playoff
caliber squads. I will be attending my 18th straight opening day
game at Camden Yards. You can’t have a baseball start without thinking about
the warmer weather and longer days which allow for rounds of golf. Please join
us for our annual Charity Golf Outing that benefits charities such as the
Foundation for Financial Planning and area scholarships for CFP programs. This year’s
golf outing will be held once again at Westfield’s Golf Club in Clifton on May
3rd 2017. You can register here. Sponsorships and 4-somes are going fast. Get the early bird rate
before April 1st!
The June symposium is
June 5th at the Dulles Hyatt. “Navigating Change in The Age of
Uncertainty” will be our theme!
This year’s Spring
Symposium will be divided into 2 sections: Helping Your Clients Navigate
Change Successfully and will feature a keynote presentation by Wade
Pfau, PhD, CFA Professor of Retirement Income at the American College and
Director of Retirement Research at McLean Asset Management. We’ll then
put the focus on you as we explore Navigating Change in Your Own
Practice featuring Bob Veres speaking about where the profession is
going and where it needs to go. We’ll have the usual
sessions on technical topics and hopefully give you tools that will help you
navigate 2017 and beyond! You can find out about the program and register here.
Don’t forget to Do One
Thing! Our Chapter Committees always need your help and involvement! Please let
us know which area you would like to offer your assistance!
I look
forward to seeing you soon at our upcoming events.
Best Regards,
Bryan
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President
